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Regal Wealth Group’s American Electric Power AEP Stock Holding History

Regal Wealth Group’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-223
Closed -$19K – 54
2021
Q1 		$19K Buy
223
+2
+0.9% +$161 0.01% 146
2020
Q4 		$18K Buy
221
+2
+0.9% +$174 0.01% 137
2020
Q3 		$18K Buy
219
+2
+0.9% +$165 0.01% 126
2020
Q2 		$17K Buy
+217
New +$17.7K 0.01% 125
2017
Q1 		– Sell
-69
Closed -$4K – 152
2016
Q4 		$4K Hold
69
– – ﹤0.01% 137
2016
Q3 		$4K Hold
69
– – ﹤0.01% 148
2016
Q2 		$5K Buy
+69
New +$4.52K ﹤0.01% 135

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return